Public Charity

HEARTWOOD AZ INC

HEARTWOOD AZ INC, of MESA, AZ, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $3.8M in revenue, $3.5M in expenses, $3.4M in total assets. 6 publicly reported grants to this organization, totaling roughly $386K, appear in IRS filings.

EIN: 822411118 MESA, AZ Elementary & Secondary Schools NTEE: B20 Latest filing: 2025
Total Revenue$3.8M
Total Expenses$3.5M
Total Assets$3.4M
Grant Records6
Funding Total$386K
Filing Years2021–2025

Mission

THE MISSION OF HEARTWOOD AZ IS TO NUTURE A CULTURALLY DIVERSE COMMUNITY OF STUDENTS IN GRADES K-12 BY PROVIDING ACCESS TO ALL FAMILIES SEEKING AN AUTHENTIC AMI MONTESSORI PROGRAM FOR THE BENEFIT OF ALL CHILDREN, BY CULTIVATING THEIR NATURAL CAPACITIES, CAPABILITIES, AND TALENTS TO BECOME LIFELONG LEARNERS, THINKERS, CREATORS, AND CIVIC LEADERS.

Where $100 goes at Heartwood Az Inc

How Heartwood Az Inc divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$92 Programs the work itself
$8 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $92 for programs

$92
The school provides educational services using the montessori teaching methods
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

MEMBER Andrew Woodward
MEMBER Gibson Mckay
SECRETARY Karyn Smith
PRES./EXECUT Sherri Sampson
MEMBER Tina Beattie

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$156,000 5 grants
Unspecified
$230,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $3.8M $3.5M $3.4M
2024 $2.7M $2.8M $3.5M
2023 $1.8M $1.2M $814K
2022 $664K $553K $202K
2021 $466K $422K $188K

Between 2021 and 2025, reported annual revenue grew from $466K to $3.8M (+723%), with total assets most recently reported at $3.4M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for HEARTWOOD AZ INC

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